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Archford Capital Strategies’s Franklin Resources BEN Stock Holding History

Archford Capital Strategies’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-455
Closed -$17K – 221
2015
Q4 		$17K Hold
455
– – 0.01% 387
2015
Q3 		$17K Buy
+455
New +$19.7K 0.01% 292

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HCM
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Archford Capital Strategies's BEN Position: Q1 2016 in Review

Archford Capital Strategies sold out of Franklin Resources (BEN) in Q1 2016, closing a stake of 455 shares — an estimated $17K sold.

Archford Capital Strategies first reported a position in BEN in Q3 2015 and held it in 2 quarters. The position peaked at $17K in Q4 2015. 544 funds tracked by Wall St. Rank hold BEN as of Q1 2016.

  • Archford Capital Strategies reported no remaining Franklin Resources position as of Q1 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 455 Franklin Resources shares in Q1 2016, an estimated $17K.
  • Archford Capital Strategies first reported a position in Franklin Resources in Q3 2015 and held it in 2 quarters.
  • Archford Capital Strategies's Franklin Resources position peaked at $17K in Q4 2015.
  • 544 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.